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General information

Question text: Have you ever received advice from a financial professional about moving funds from a workplace retirement savings program (such as, for example, a 401(k) plan) into an IRA or an annuity? Moving funds from a workplace retirement savings program into an IRA or annuity is called a “rollover.”
Answer type: Radio buttons
Answer options: 1 (YES) Yes
2 (NO) No
Label: ever received advice from financial professional about moving funds from workplace retirement savings progra
Empty allowed: One-time warning
Error allowed: Not allowed
Multiple instances: No

Data information

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